Hazlett, Burt & Watson’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Hazlett, Burt & Watson’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.15M	Hold	13,142	–	–	0.57%	41
2026 Q1	$1.56M	Hold	13,142	–	–	0.49%	47
2025 Q4	$1.7M	Buy	13,142 +929	+8%	+$120K	0.54%	45
2025 Q3	$1.54M	Buy	12,213 +2,100	+21%	+$248K	0.54%	46
2025 Q2	$1.14M	Buy	10,113 +2	+0%	+$196	0.47%	53
2025 Q1	$917K	Hold	10,111	–	–	0.41%	59
2024 Q4	$1.03M	Buy	10,111 +393	+4%	+$39.5K	0.46%	52
2024 Q3	$933K	Buy	9,718 +102	+1%	+$9.43K	0.43%	55
2024 Q2	$906K	Buy	9,616 +577	+6%	+$50.5K	0.47%	47
2024 Q1	$779K	Buy	9,039 +4,977	+123%	+$405K	0.47%	45
2023 Q4	$304K	Buy	4,062 +702	+21%	+$48K	0.2%	104
2023 Q3	$215K	Buy	3,360 +2,760	+460%	+$182K	0.16%	138
2023 Q2	$40K	Hold	600	–	–	0.03%	334
2023 Q1	$34K	Hold	600	–	–	0.03%	328
2022 Q4	$28K	Sell	600 -1,056	-64%	-$50.6K	0.02%	343
2022 Q3	$77K	Sell	1,656 -1,500	-48%	-$79K	0.07%	213
2022 Q2	$156K	Hold	3,156	–	–	0.14%	150
2022 Q1	$204K	Buy	+3,156	New	+$203K	0.16%	130

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hazlett, Burt & Watson's IGM Position: Q2 2026 in Review

Hazlett, Burt & Watson held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 13,142 shares worth $2.15M. The position accounts for 0.57% of the portfolio, ranked #41.

Hazlett, Burt & Watson first reported a position in IGM in Q1 2022 and has held it in 18 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Hazlett, Burt & Watson held 13,142 shares of iShares Expanded Tech Sector ETF worth $2.15M as of Q2 2026.
Hazlett, Burt & Watson left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.57% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #41 holding.
Hazlett, Burt & Watson first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 18 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.